Essex LLC, Deer Park IL
Essex LLC
21805 W Field Pkwy Ste 250 Deer Park, IL 60010
Financial Planner
Portfolio Management by Essex LLC

Portfolio Management

We will develop an investment plan that is right for you and your family. This will take into account your tax situation, risk tolerance, cash flow needs and your age resulting in an Investment Policy Statement (IPS) which dictates what a suitable investment is for you and your family.

Our investment philosophy includes the following:

Proper Sector Allocation
Diversification
Risk and Volatility Appetite
Adherence to Client Suitability
Short and Long Term Performance Expectancy

Once your plan is designed and implemented, we regularly review your portfolio internally and make changes where appropriate. This might be due to our investment outlook or changes in your personal or tax situation.

We can help determine the right decisions for you, your family, and your business.

We Also Offer

Retirement Services
Robert C Tutela from Essex LLC
Retirement Services by Essex LLC
The most important issue to most of our clients relates to when they will be able to afford to retire and how much money can they afford to spend d...
Tax Planning
Robert C Tutela from Essex LLC
Tax Planning by Essex LLC
With credentials in the tax as well as in the investment area, we are able to provide you with tax strategies as well as portfolio management. Ther...
Educational Funding
Robert C Tutela from Essex LLC
Educational Funding by Essex LLC
We help our clients provide for ensuring that funds will be available for their children’s or grandchildren’s higher education. The plan might incl...
Risk/Insurance Analysis
Robert C Tutela from Essex LLC
Risk/Insurance Analysis by Essex LLC
INSURANCE ANALYSIS Insurance plays an important role in one’s financial plan. While we do not sell any insurance products, we are able to help you...
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Local Recommendations
About Us
Our mission at Essex LLC is to build you a customized plan driven by your personal goals and objectives to achieve financial independence. We analyze your financial decisions, create strategies to ...(more)